Client Service Executive – NIMED Capital

Job Description

This role supports NIMED Capital’s operations by delivering excellent customer service, providing accurate product and account information, ensuring regulatory compliance, and maintaining strong customer relationships to enhance the overall customer experience.

Job Requirement

1. Demonstrate strong knowledge of Investment products and services to respond accurately to customer inquiries and promote relevant offerings.
2. Minimum 2-3 years’ experience in customer service, banking, financial services, or asset management.
3. Provide excellent customer service by attending to customers promptly, courteously, and resolving issues efficiently to enhance overall experience.
4. Open and manage customer accounts in accordance with approved guidelines, ensuring full completion of KYC and required documentation
5. Maintain effective customer relationships by providing accurate account information, including balances and status, and ensuring maximum satisfaction.
6. Escalate complex complaints appropriately while safeguarding customer confidentiality and using information strictly for official purposes.
7. Ensure full compliance with company policies, procedures, regulatory requirements, and the code of conduct, and use all information strictly for official purposes.
8. Demonstrate professional competence in performing duties and accurately prepare and submit required reports.